Access control overview

Last update: 2025-03-13
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Access control for Adobe Experience Platform is provided through the Permissions in Adobe Experience Cloud. This functionality leverages roles and policies, which link users with permissions and sandboxes.

Access control hierarchy and workflow

In order to configure access control for Experience Platform, you must have system or product administrator privileges for an organization that has an Experience Platform product. The minimum role that can grant or withdraw permissions is a product administrator. Other administrator roles that can manage permissions are system administrators (no restrictions). See the Adobe Help Center article on administrative roles for more information.

NOTE

From this point on, any mentions of “administrator” in this document refer to a product administrator or higher (as outlined above).

A high-level workflow for gaining and assigning access permissions can be summarized as follows:

  • After licensing Adobe Experience Platform, or an Application/App Service that uses Experience Platform, an email is sent to the administrator specified during licensing.
  • The administrator logs in to Adobe Admin Console and selects Adobe Experience Platform from the list of products on the overview page.
  • To grant access to Experience Platform, it is recommended that the administrator add users to the default product profile: AEP-Default-All-Users.
  • In Experience Platform Permissions, the administrator can create new roles or edit the permissions and users for any existing roles.
  • When creating or editing a role, the administrator adds users to the role using the users tab, and grants permissions to these users (such as “Read Datasets” or “Manage Schemas”) by editing the role’s permissions. Similarly, the administrator can assign access to sandboxes using the same editing option.
  • When users log in to the Experience Platform user interface, their access to Experience Platform capabilities is driven by the permissions that have been granted to them from the previous step. For example, if a user does not have the View Datasets permission, the Datasets tab in the side menu will not be visible to that user.

For more detailed steps on how to manage access control in Experience Platform, see the access control user guide.

All calls to Experience Platform APIs are validated for permissions, and will return errors if the appropriate permission(s) are not found in the current user context. Within the UI, elements will be hidden or altered depending on permissions granted to the current user.

Permissions

Permissions provides a central location for managing Experience Platform access for your organization. Through Permissions, you can grant groups of users access permissions for various Experience Platform capabilities, such as Manage Datasets, View Datasets, or Manage Profiles.

Roles

In the Roles section, permissions are assigned to users through the use of roles. Roles allow you to grant permissions to one or multiple users, and also contain their access to the scope of the sandboxes that are assigned to them through roles. Users can be assigned to one or multiple roles belonging to your organization.

Default roles

Experience Platform comes with two pre-configured default roles. The following table outlines what is provided in each default profile, including the sandbox they grant access to as well as the permissions they grant within the scope of that sandbox.

Role Sandbox access Permissions
Default production all access Prod All permissions applicable to Experience Platform, except for Sandbox Administration permissions.
Sandbox Administrators N/A Provides access to the Prod sandbox and to Sandbox Administration permissions.

Sandboxes and permissions

Non-Production sandboxes are a form of data virtualization that allow you to isolate data from other sandboxes and are typically used for development experiments, testing, or trials. A role’s permissions give the role’s users access to Experience Platform features within the sandbox environments to which they’ve been granted access to. A default Experience Platform license grants you five sandboxes (one production and four non-production). You can add packs of ten non-production sandboxes up to a maximum of 75 sandboxes in total. Please contact your organization’s administrator or your Adobe sales representative for more details.

For more information about sandboxes in Experience Platform, please refer to the sandboxes overview.

Access to sandboxes

Access to sandboxes is managed through roles. For detailed steps on how to enable access to a sandbox for a role, see the attribute based access control roles guide.

Users can be granted access to one or more sandboxes within a role. If one user is included in two or more roles, that user will have access to all sandboxes included in those roles.

The “Sandbox Management” permission allows users to manage, view, or reset sandboxes.

Resource permissions

Resource permissions grant access to specific Experience Platform capabilities. Resources are broken down into categories that contain a set of relevant permissions, which can be individually assigned to roles.

In Permissions, a role’s resources workspace displays the sandboxes and permissions that are active for that role:

A role's resource workspace with a list of selected categories and permissions.

The following table outlines the available resource categories for both Experience Platform and applications managed through Permissions:

Category Description
Adobe Mix Modeler Configure, manage, and view permissions for Adobe Mix Modeler.
AI Assistant Configure permissions for AI Assistant.
Alerts Configure manage, resolve, and view permissions for alerts and alerts history.
B2B Account Lists Configure manage, view, and publish permissions for B2B account lists, including actions such as add, remove, import, and delete accounts from account lists.
B2B Admin Configurations Configure manage and view permissions for B2B admin configurations, including digital asset management connections, asset repositories, and events.
B2B Assets Configure manage and view permissions for B2B assets, including emails, SMS, landing pages, fragments, templates, and images.
B2B Buying Groups Configure manage and view permissions for B2B buying groups, including features such as solution interests, roles templates, and buying group status.
B2B Channel Configurations Configure manage and view permissions for B2B channel configurations, including settings such as communication limits, API credentials, and security settings.
B2B Dashboards Configure view permissions for B2B dashboards, including features such as account engagement, buying group stages, surging accounts, and contact coverage.
B2B Journeys Configure manage, view, and publish permissions for B2B journeys, including features such as account and person actions, event listeners, and split paths.
Campaigns Configure manage, publish, and view permissions to campaigns in Journey Optimizer.
Channel Configurations Configure manage, view, and export channel configurations features such as subdomains, IP pools, message presets, PTR records, suppression lists, landing page settings, SMS settings, and file routing.
Collaborations Configure manage and view permissions to Real-Time Customer Data Profile Collaboration features.
Computed Attributes Configure manage and view permissions to draft or published computed attributes.
Customer Managed Keys Configure manage permissions to customer managed keys.
Dashboards Configure manage and view permissions to standard, custom, and licensed dashboards.
Data Collection Configure manage and view permissions to datastreams.
Data Governance Configure manage, apply, and view permissions to data Ggvernance features such as labels, policies, and activity logs.
Data Ingestion Configure manage and view permissions to data ingestion features such as sources and audience share.
Data Lifecycle Configure manage and view permissions to data hygiene features.
Data Management Configure manage and view permissions to data management features such as datasets and monitoring datasets and streams.
Data Modeling Configure manage and view permissions to data modeling features such as schemas, relationships, and identity metadata.
Data Science Workspace Configure manage permissions to Data Science Workspace.
Decision Management Configure manage and view permissions to decisions, offers, and ranking strategy features in decision management.
Destinations Configure manage and view permissions to destinations, including features such as activation and authoring with Destinations SDK.
Federated Data Configure manage and view permissions to federated data features.
Identity Management Configure manage and view permissions to Identity Service features such as identity namespaces and the identity graph.
Intelligent Service Configure manage and view permissions to attribution AI and customer AI in intelligent service.
IP Warmup Configurations Configure manage and view permissions to IP warmup plans and view permissions to view IP warmup reports.
Journey Optimizer Library Configure manage permissions to library items in Adobe Journey Optimizer.
Journey Optimizer Rules Configure manage and view permissions to frequency rules in Adobe Journey Optimizer.
Journeys Configure manage, publish, and view permissions to journeys, including features such as journeys report, events, data sources, and actions.
Messages Configure manage, publish, and view permissions to messages, including features such as messages preview and test.
Privacy Service Configure manage and view permissions to Privacy Service features.
Profile Management Configure manage, view, export, and evaluation permissions to profile service features such as audiences, profiles, and merge policies.
Prospects Configure manage and view permissions to prospects schemas, profiles, and audiences, including features such as seeing the prospect accordion.
Query Service Configure manage permissions to query service features such as non-expiring credential and structured SQL queries.
Reports Configure view permissions to channel reports.
Sandbox Administration Configure manage, view, and reset permissions when administering sandboxes.
Traits Configuration Configure manage and view traits via the computed attributes UI.
Translation Services Configure manage and view permissions to translation services for projects, tasks, reviews, inhouse, settings, and providers.

The following table outlines the available permissions for Experience Platform in the role, with descriptions of the specific Experience Platform capabilities they grant access to. For detailed steps on how to add permissions to a role, see the attribute based access control roles guide.

Category Permission Description
Adobe Mix Modeler Manage Adobe Mix Modeler Harmonized Data The ability to view and modify harmonized data.
Adobe Mix Modeler View Adobe Mix Modeler Harmonized Data Read-only access to harmonized data.
Adobe Mix Modeler Manage Adobe Mix Modeler Models Configurations The ability to view and modify models configurations.
Adobe Mix Modeler View Adobe Mix Modeler Models Configurations Read-only access to models configurations.
Adobe Mix Modeler Manage Adobe Mix Modeler Models Plans Configurations The ability to view and modify plans configurations.
Adobe Mix Modeler View Adobe Mix Modeler Models Plans Configurations Read-only access to plans configurations.
AI Assistant Enable AI Assistant Ability to ask the AI assistant questions.
AI Assistant View Operational Insights Access to obtain responses to operational insights queries.
AI Assistant Generate Content Enable users to generate content using the AI Assistant.
AI Assistant Manage Brand Kit Enable users to create brand guidelines using the AI Assistant.
Alerts View Alerts History Read-only access for alerts history.
Alerts Resolve Alerts Access to read, edit, and delete alerts.
Alerts View Alerts Read-only access for alerts.
Alerts Manage Alerts Access to read, create, edit, and delete alerts.
B2B Account Lists Manage B2B Account Lists Ability to view and access Account Lists in the left nav. Users with access to Account Lists should have access to all Account Lists CRUD functions: /accounts-list.
B2B Admin Configurations Manage B2B Admin Configurations Ability to view and access B2B Admin Configurations in the left nav. Users with access to B2B Admin Configurations should have access to all SMS API Credentials CRUD functions: /admin-configs.
B2B Assets Manage B2B Assets Ability to view and access Assets in the left nav. Users with access to Assets should have access to all Assets CRUD functions: /assets-listing.
B2B Assets Manage B2B Templates Ability to view and access Templates in the left nav. Users with access to Templates should have access to all Templates CRUD functions: /b2b-content-templates.
B2B Assets Manage B2B Fragments Ability to view and access Fragments in the left nav. Users with access to Fragments should have access to all Fragments CRUD functions: /fragments.
B2B Buying Groups Manage B2B Buying Groups Ability to view and access Buying Groups in the left nav. Users with access to Buying Groups should have access to all Buying Groups CRUD functions: /buying-groups.
B2B Dashboards Manage B2B Engagement Dashboards Ability to view and access Dashboard in the left nav. Users with access to Dashboards should have access to all Dashboards CRUD functions: /insights-dashboard.
B2B Channel Configurations Manage B2B Channels Configurations Ability to view and access Channels in the left nav. Users with access to Channels should have access to all Channels CRUD functions: /channels-config.
B2B Journeys Manage B2B Account Journeys Ability to view and access Account Journeys in the left nav. Users with access to Account Journeys should have access to all Account Journeys CRUD functions: /account-journeys.
Campaigns Manage Campaigns Access to read, create, edit, and delete campaigns.
Campaigns Approve and Publish Campaigns The ability to approve and publish campaigns.
Campaigns Publish Campaigns Ability to publish campaigns.
Campaigns View Campaigns Read-only access to campaigns.
Campaigns View Campaigns Report Read-only access to campaign reports.
Channel Configurations View Messages General Settings Read-only access to messages general settings.
Channel Configurations Manage Subdomains Delegations Access to read, create, edit, and delete subdomain delegations.
Channel Configurations Manage IP Pools Access to read, create, and edit IP pools.
Channel Configurations Manage Messages General Settings Access to read, create, edit, and delete messages general settings.
Channel Configurations Manage Messages Presets Access to read, create, edit, and delete messages presets.
Channel Configurations View Messages Presets Read-only access to messages presets.
Channel Configurations Manage PTR Records Access to read and edit PTR records.
Channel Configurations View PTR Records Read-only access to PTR records.
Channel Configurations Manage Suppression Access to read, create, edit, and delete suppression rules.
Channel Configurations View Suppression List Read-only access to the suppression list.
Channel Configurations Export Suppression List Access to export the suppression list as a CSV file.
Channel Configurations Manage Landing Page Settings Access to read, create, edit, and delete landing page settings.
Channel Configurations Manage SMS Settings Access to read, create, edit, and delete SMS settings.
Channel Configurations Manage SMS Subdomains Access to read, create, edit, and delete SMS subdomains.
Channel Configurations Manage File Routing Access to read, create, edit, and delete file routings.
Channel Configurations View File Routing Read-only access to file routings.
Channel Configurations Manage Seedlist The ability to create and edit the Seedlist.
Channel Configurations Manage Language Settings The ability to create and edit the language settings.
Channel Configurations Manage Web Subdomains The ability to create and edit CJM web subdomains.
Channel Configurations Manage Push Credentials The ability to create, edit, and delete push credentials.
Collaborations Manage Collaboration Instances View, create, update, and delete an organization’s collaboration instances. Discover other organizations’ collaboration instances.
Collaborations Read Collaboration Instances Read an organization’s collaboration instances and discover other organizations’ collaboration instances.
Collaborations Manage Connection Invites View, create, and delete connection invites initiated by your organization. Accept and decline connection invite initiated by other organizations.
Collaborations Read Connection Invites Read-only access to connection invites.
Collaborations Manage Collaboration Connections An advertiser can view, create, and update settings as well as submit and delete connections. A publisher can view, accept, or decline connections.
Collaborations Read Collaboration Connections Read-only access to connections.
Collaborations Manage Audience Data Onboard and discover audiences. Update public, private, and custom audiences and manage Audience Inventory metadata settings.
Collaborations Read Audience Data Read and discover audiences.
Collaborations Manage Measurement Data Onboard, update, and delete measurement data.
Collaborations Read Measurement Data Read-only access to measurement data.
Collaborations Manage Projects View, create, update, and delete projects for any of the discover, share, activate, and measurement activities.
Collaborations Read Projects View projects for any of the discover, share, activate, and measurement activities.
Collaborations Read User Activities Read-only access to user activities.
Collaborations Export User Activities Export user activities.
Collaborations Read Collaboration Credit Monitoring Credit monitoring at the organization and instance level.
Computed Attributes View Computed attributes Read-only access for computed attributes tab, inventory, and details.
Computed Attributes Manage Computed attributes Access to read, create, delete drafts, and deactivate computed attributes.
Customer Managed Keys Manage Customer Managed Keys Access to view and configure customer managed keys.
Dashboards View License Usage Dashboard Read-only access to view the license usage dashboard.
Dashboards Manage Standard Dashboards Add custom attributes that are not yet in the data warehouse.
Dashboards View Standard Dashboards Read-only access to view the license usage dashboard.
Dashboards Manage Custom Dashboards Access to create or edit a dashboard.
Dashboards View Custom Dashboards Read-only access to user defined dashboards.
Dashboards Manage Report Schedules Ability to create schedules.
Data Collection Manage Datastreams Access to read, create, and edit datastreams.
Data Collection View Datastreams Read-only access to datastreams.
Data Governance Manage Usage Labels Access to read, create, and delete usage labels.
Data Governance Manage Data Usage Policies Access to read, create, edit, and delete data usage policies.
Data Governance View Data Usage Policies Read-only access for data usage policies belonging to your organization.
Data Governance View User Activity Log Read-only access to view recorded audit logs of Platform activities.
Data Governance View Privacy Console Read-only access to privacy consoles.
Data Ingestion Manage Sources Access to read, create, edit, and disable sources.
Data Ingestion View Sources Read-only access to available sources in the Catalog tab and authenticated sources in the Browse tab.
Data Ingestion Manage Audience Share Connections Access to create, accept, and decline partner sharing to connect two organizations and enable Segment Match flows.
Data Ingestion Manage Audience Share Access to read, create, edit, and publish Segment Match feeds with active partners.
Data Lifecycle View Data Lifecycle Read-only access for data lifecycle.
Data Lifecycle Manage Data Lifecycle Access to read, create, edit, and delete data lifecycle.
Data Modeling Manage Schemas Access to read, create, edit, and delete schemas and related resources.
Data Modeling View Schemas Read-only access to schemas and related resources.
Data Modeling Manage Relationships Access to read, create, edit, and delete schema relationships.
Data Modeling Manage Identity Metadata Access to read, create, edit, and delete identity metadata for schemas.
Data Management Manage Datasets Access to read, create, edit, and delete datasets. Read-only access for schemas.
Data Management View Datasets Read-only access for datasets and schemas.
Data Management Data Monitoring Read-only access to monitoring datasets and streams.
Data Science Workspace Manage Data Science Workspace Access to read, create, edit, and delete in Data Science Workspace.
Decision Management Manage Experience Decisioning Ability to manage experience decisioning entities.
Decision Management View Experience Decisioning Read-only access to experience decisioning entities.
Decision Management Manage Decisions Access to read, create, edit, and delete decisioning entities.
Decisions Management View Decisions Read-only access to decision entities.
Decision Management Manage Offers Access to read, create, edit, and delete all offers and components. Read-only access to decisions and collections.
Decsion Management Manage Ranking Strategies Access to read, create, edit, and delete custom reports and use action features.
Destinations View Destinations Read-only access to view available destinations in the Catalog tab and authenticated destinations in the Browse tab.
Destinations Manage Destinations Access to read, create, and delete destinations connections and destination accounts.
Destinations Activate Destinations Ability to activate data to active destinations that have been created. This permission also requires either View Destinations or Manage Destinations to be granted to the user who will activate destinations.
Destinations Activate Segment without Mapping The ability to activate audiences to existing destinations, without displaying the mapping step. Users can add and remove audiences in activation workflows, but cannot add or remove mapped attributes or identities. This permission also requires the View Destinations permission to be granted to the user who will activate data to destinations.
Destinations Manage and Activate Dataset Destinations Ability to read, create, edit, and disable dataset export flows. Ability to also activate data to active datasets that have been created. This permission also requires the View Destinations permission to be granted to the user who will activate data to destinations.
Destinations Destination Authoring Ability to author destinations using Adobe Experience Platform Destination SDK.
Federated Data Manage Federated Data The ability to access all federated data features such as creating schemas, models, and compositions.
Identity Management Manage Identity Namespaces Access to read, create, edit, and delete identity namespaces.
Identity Management View Identity Namespaces Read-only access for identity namespaces.
Identity Management View Identity Graph Read-only access for identity graphs.
Identity Management Manage Identity Settings Access to read, create, and edit identity settings.
Identity Management View Identity Settings Read-only access to identity settings.
Intelligent Services View Attribution AI Read-only access for Attribution AI settings and insights.
Intelligent Services Manage Attribution AI Access to read, create, edit, and delete Attribution AI models.
Intelligent Services View Customer AI Access to read or view Customer AI models.
Intelligent Services Manage Customer AI Access to create, update, delete, enable, or disable Customer AI models.
IP Warmup Configurations View IP Warmup Plans Read-only access to IP warmup plans.
IP Warmup Configurations Manage IP Warmup Plans The ability to manage IP warmup plans.
IP Warmup Configurations View IP Warmup Reports Read-only access to IP warmup reports.
Journeys Manage Journeys Access to read, create, edit, and delete journeys.
Journeys View Journeys Read-only access to journeys.
Journeys View Journeys Report Read-only access to journeys report.
Journeys Manage Journeys Events, Data Sources and Actions Access to read, create, edit, and delete events, data sources, or actions.
Journeys View Journeys Events, Data Sources and Actions Read-only access to events, data sources, or actions.
Journeys Approve and Publish Journeys Ability to approve and publish journeys when a policy is applied.
Journeys Publish Journeys Ability to publish journeys.
Journey Optimizer Library Manage Library Items The ability to add and delete saved expressions.
Journey Optimizer Library Publish Fragments The ability to publish content fragments.
Journey Optimizer Library Simulate Content Access to the simulate content option for previewing and proofing.
Journey Optimizer Rules View Frequency Rules Read-only access to frequency rules.
Journey Optimizer Rules Manage Frequency Rules Access to read, create, edit, or delete frequency rules.
Messages Manage Messages Access to read, create, edit, and delete messages.
Messages View Messages Read-only access to messages.
Messages View Messages Report Access to read and edit message reports.
Messages Publish Messages Ability to publish messages.
Messages Manage Messages Preview and Test Ability to approve and publish messages when a policy is applied.
Privacy Service Manage Privacy Service Access to read and write privacy workflows.
Privacy Service View Privacy Service Read-only access to privacy workflows.
Profile Management Manage Profiles Access to read, create, edit, and delete datasets that are used for customer profiles. Read-only access to available profiles.
Profile Management View Profiles Read-only access to available profiles.
Profile Management Manage Segments Access to read, create, edit, and delete audiences.
Profile Management View Segments Read-only access to available audiences.
Profile Management Manage Merge Policies Access to read, create, edit, and delete merge policies.
Profile Management View Merge Policies Read-only access to available merge policies.
Profile Management Import Audiences Ability to use the CSV upload workflow to import new audiences.
Profile Management Export Audience Segment Ability to export an evaluated audience to a dataset.
Profile Management Evaluate a Segment to an Audience Ability to generate profiles for an audience by evaluating a segment definition.
Profile Management View B2B AI Read-only access to settings and configurations for all B2B AI/ML services.
Profile Management Manage B2B AI Access to read, create, edit, and delete settings and configurations for all B2B AI/ML services.
Profile Management View B2B Profile Read-only access to B2B entity profiles (such as Account, Opportunity, and so on), settings and configurations for all B2B AI/ML services, and B2B dashboard widgets.
Profile Management Manage B2B Profile Access to read, create, edit, and delete B2B entity profiles (such as Account, Opportunity, and so on). Read-only access for settings and configurations for all B2B AI/ML services, and B2B dashboard widgets.
Profile Management Manage Lookalikes Ability to create or delete look-alike audiences.
Profile Management View B2B Experience Ability to view B2B profiles and attributes.
Profile Management View Profile Settings Read-only access to all profile settings.
Profile Management Manage Profile Settings Access to read and edit all profile settings.
Prospects View Prospects Read-only access to prospect schemas, profiles, audiences, and the prospect accordion.
Prospects Manage Prospects Ability to create and manage prospect schemas, profiles, and audiences. Read-only access to the prospect accordion.
Query Service Manage Queries Access to read, create, edit, and delete structured SQL queries for Platform data.
Query Service Manage Query Service Integration Access to create, update, and delete non-expiring credentials for Query Service access.
Query Service Manage Query Sessions Ability to evict existing sessions.
Query Service Manage Allow List Ability to manage IP restrictions for your organization.
Reports View Channel Reports The ability to view and modify channel reports.
Sandbox Administration Manage Sandboxes Access to read, create, edit, and delete sandboxes.
Sandbox Administration View Sandboxes Read-only access for sandboxes belonging to your organization.
Sandbox Administration Reset a Sandbox Ability to reset a sandbox.
Sandbox Administration Manage Packages Access to create, import, or export packages.
Sandbox Administration Share Packages Access to share packages across different organizations.
Traits Configurations View Traits Read-only access for traits.
Traits Configurations Manage Traits Access to manage traits.
Translation Service Manage Translation Projects The ability to manage translation projects.
Translation Service View Translation Projects Read-only access to translation projects.
Translation Service Manage Translation Tasks The ability to manage translation tasks.
Translation Service View Translation Tasks Read-only access to translation tasks.
Translation Service Manage Translation Reviews The ability to manage translation reviews.
Translation Service View Translation Reviews Read-only access to translation reviews.
Translation Service Manage Translation In-house The ability to manage translation in-house.
Translation Service View Translation In-house Read-only access to translation in-house.
Translation Service Manage Translation Settings The ability for administrators to manage translation settings.
Translation Service Manage Translation Providers The ability to manage translation providers.

Next steps

By reading this guide, you have been introduced to the main principles of access control in Experience Platform. You can now continue to the attribute based access control user guide for detailed steps on how use Experience Cloud to create roles and assign permissions for Experience Platform.

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